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clearPATH University

Wed, Nov 08

|

Holiday Inn Hotel & Suites Atlanta Airpo

Join us for a 2-day workshop to learn how to expertly utilize the clearPATH Online software through case studies and discussing with other advisors on how they use it in their practice.

Registration is Closed
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clearPATH University
clearPATH University

Time & Location

Nov 08, 2017, 1:00 PM – Nov 09, 2017, 3:00 PM

Holiday Inn Hotel & Suites Atlanta Airpo, 1380 Virginia Ave, Atlanta, GA 30344, USA

About the event

Introduced to the clearPATH Online software

  • How clearPATH Online differs from our previous software and why its results are more usable and informative

  • Training on new features in the software, including: Personal Risk Assessment Scores, Income Guarantee Analysis, and Death Benefit Analysis

  • Exclusive preview of our brand new Variable Annuity analysis tool, clearPATH Optinuity, available soon!

  • Intensive training using actual case studies with breakout groups and learn how to present a recommended plan to the client

  • Ideas on investment product implementation and other management strategies and how to position them within clearPATH Online

Tickets

  • 1 Attendee with Hotel Room

    $495.00

    Sale ended
  • 1 Attendee, No Hotel Room

    $395.00

    Sale ended

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Contact

2346 Wisteria Drive, Suite 210

Snellville, GA 30078

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Tel: 866-972-5680

Fax: 678-974-3277

info@betavest.com

Hours: M-F, 9am-5pm ET (closed all major US holidays)

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